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CIK: 0001917618
Total reported value
$856.0M
$856.0M
90 檔
19.3%
According to the latest 13F quarterly dataset, Alley Investment Management Company, LLC managed an equity portfolio of $856.0M at the end of Q4 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q4 2025, Alley Investment Management Company, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.45% | +0.17% | -0.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.22% | +0.84% | -1.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.29% | -0.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.13% | +0.02% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 3.26% | +0.09% | -0.20% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.00% | +0.19% | -5.75% | |
| 7 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.96% | -1.42% | -0.84% | |
| 8 | BLK | Blackrock Inc | Stock-Financials | 2.61% | -0.13% | -0.58% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.54% | -0.07% | -0.19% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.21% | -0.65% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.33% | -0.09% | -0.88% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.24% | -0.79% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.27% | -0.79% | -0.30% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.22% | -0.07% | -1.27% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.20% | — | -0.30% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.17% | -0.46% | -0.13% | |
| 17 | PAYX | Paychex Inc | Stock-Tech | 2.16% | +0.02% | -0.55% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.11% | -0.31% | -0.62% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.09% | -0.02% | -0.19% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.98% | +0.08% | +40.80% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.96% | -0.55% | -0.65% | |
| 22 | COF | Capital One Financial CORP | Stock-Financials | 1.72% | +0.03% | -1.71% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.70% | -0.05% | +0.03% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 1.68% | -0.10% | -0.68% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | -0.02% | +0.10% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.36% | -1.08% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.57% | +0.26% | +26.94% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.52% | +0.25% | -0.87% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 1.49% | -0.73% | -0.60% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.02% | -0.56% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 1.42% | +0.23% | -2.06% | |
| 32 | CME | Cme Group Inc | Stock-Financials | 1.40% | -0.46% | +49.86% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | -0.12% | -0.32% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 1.34% | — | -0.20% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.23% | -0.32% | -34.87% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.22% | -0.05% | -1.88% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 1.20% | -0.14% | -0.69% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 1.18% | -0.04% | -0.50% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.06% | -0.13% | |
| 40 | SNA | Snap-on Inc | Stock-Industrials | 1.09% | — | -1.52% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | +0.14% | -1.08% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +1.05% | -1.51% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.99% | +0.09% | -0.75% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.06% | -1.12% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.82% | — | +376.11% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.76% | -0.33% | +0.39% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.73% | -0.08% | -0.53% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.73% | +0.05% | -1.39% | |
| 49 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.67% | -0.72% | -0.27% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.12% | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.50% | Trim |
| 2 | PH | Parker Hannifin CORP | +0.8% | +40.80% | Add |
| 3 | CME | Cme Group Inc | +0.5% | +49.86% | Add |
| 4 | LLY | Eli Lilly & Co | +0.5% | -1.08% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -0.98% | Trim |
| 6 | COF | Capital One Financial CORP | +0.2% | -1.71% | Trim |
| 7 | PLD | Prologis Inc | +0.2% | -0.68% | Trim |
| 8 | DHR | Danaher CORP | +0.2% | -0.50% | Trim |
| 9 | AMGN | Amgen Inc | +0.1% | -1.12% | Trim |
| 10 | MS | Morgan Stanley | +0.1% | -2.06% | Trim |
| 11 | ETN | Eaton Corporation plc | +0.1% | +26.94% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.65% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.51% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -3.13% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.93% | Trim |
| 16 | USB | US Bancorp | +0.1% | -1.39% | Trim |
| 17 | NEE | Nextera Energy Inc | 0% | -0.76% | Trim |
| 18 | AMP | Ameriprise Financial Inc | — | -0.84% | Trim |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -1.27% | Trim |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.19% | Trim |
| 21 | PM | Philip Morris International | 0% | -0.20% | Trim |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -1.88% | Trim |
| 23 | FAST | Fastenal Co | 0% | — | Unchanged |
| 24 | CVX | Chevron CORP | 0% | -0.30% | Trim |
| 25 | PSX | Phillips 66 | 0% | -0.76% | Trim |
| 26 | MO | Altria Group Inc | 0% | — | Unchanged |
| 27 | UNP | Union Pacific CORP | -0.1% | -0.88% | Trim |
| 28 | INTU | Intuit Inc | -0.1% | -0.60% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -0.65% | Trim |
| 30 | DUK | Duke Energy CORP | -0.1% | -0.69% | Trim |
| 31 | WEC | Wec Energy Group Inc | -0.1% | -0.53% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -0.13% | Trim |
| 33 | SYK | Stryker CORP | -0.1% | -0.32% | Trim |
| 34 | BR | Broadridge Financial Solutio | -0.1% | -0.20% | Trim |
| 35 | T | At&t Inc | -0.1% | -4.43% | Trim |
| 36 | ABT | Abbott Laboratories | -0.1% | -0.62% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.2% | -0.13% | Trim |
| 38 | ABBV | Abbvie Inc | -0.2% | -5.75% | Trim |
| 39 | NOW | Servicenow Inc | -0.2% | +376.11% | Add |
| 40 | BLK | Blackrock Inc | -0.2% | -0.58% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.02% | Add |
| 42 | PAYX | Paychex Inc | -0.3% | -0.55% | Trim |
| 43 | HD | Home Depot Inc | -0.4% | -0.30% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.4% | -34.81% | Trim |
| 45 | AJG | Arthur J Gallagher & Co | -1% | -34.87% | Trim |
| 46 | ITW | Illinois Tool Works | -1.1% | -94.93% | Trim |
| 47 | GE | General Electric | — | NEW | New buy |
| 48 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 49 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Alley Investment Management Company, LLC reported a total U.S. public equity portfolio value of $856.0M across 90 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, GOOGL, AAPL) accounted for 19.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GE
市值: $5.2M
Top Position Liquidated / Trimmed
UNH
前期市值: $204.0K
During Q4 2025, Alley Investment Management Company, LLC's top holdings by market value included JPM (4.5%)、GOOGL (4.2%)、AAPL (3.9%). The largest single position, JPM, represented 4.5% of total portfolio value.
In Q4 2025, Alley Investment Management Company, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 39 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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